Barclays

Barclays Portfolio holdings

AUM $272B
1-Year Est. Return 16.92%
 

Barclays PLC, founded in 1690 by goldsmith bankers in London, is a British multinational financial institution headquartered in London, operating as one of the world’s oldest banks with a significant presence in investment banking, retail banking, and wealth management. Managing billions in assets, Barclays serves millions of customers globally through its retail arm (notably in the UK) and its investment banking division, which excels in trading, mergers and acquisitions, and capital markets, competing with Wall Street giants. The bank has navigated challenges like the 2008 financial crisis—opting for private funding over a government bailout—and has since focused on restructuring, digital innovation, and sustainable finance initiatives. With a rich history and a modern global footprint, Barclays remains a key player in both UK and international financial markets.

This Quarter Est. Return
1 Year Est. Return
+16.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$154B
AUM Growth
+$1.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,557
New
Increased
Reduced
Closed

Top Buys

1 +$942M
2 +$776M
3 +$558M
4
AAPL icon
Apple
AAPL
+$484M
5
NVDA icon
NVIDIA
NVDA
+$400M

Sector Composition

1 Technology 28.65%
2 Financials 12.34%
3 Healthcare 11.76%
4 Consumer Discretionary 10.56%
5 Communication Services 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1176
$4.48M ﹤0.01%
60,941
-23,107
1177
$4.47M ﹤0.01%
18,487
-7,085
1178
$4.46M ﹤0.01%
61,945
+24,816
1179
$4.45M ﹤0.01%
73,724
-42,206
1180
$4.45M ﹤0.01%
78,960
+27,830
1181
$4.41M ﹤0.01%
175,739
-43,972
1182
$4.41M ﹤0.01%
119,039
+20,814
1183
$4.4M ﹤0.01%
317,879
+119,686
1184
$4.38M ﹤0.01%
128,670
-126,190
1185
$4.38M ﹤0.01%
114,078
-4,372
1186
$4.37M ﹤0.01%
109,474
-70,557
1187
$4.37M ﹤0.01%
118,935
-151,446
1188
$4.36M ﹤0.01%
159,231
-14,665
1189
$4.34M ﹤0.01%
237,254
+135,970
1190
$4.34M ﹤0.01%
260,311
-8,207
1191
$4.34M ﹤0.01%
100,824
-131,510
1192
$4.34M ﹤0.01%
40,908
-11,041
1193
$4.34M ﹤0.01%
171,801
-40,115
1194
$4.33M ﹤0.01%
136,933
+32,337
1195
$4.32M ﹤0.01%
370,050
-20,181
1196
$4.32M ﹤0.01%
212,652
-20,913
1197
$4.32M ﹤0.01%
169,855
-13,744
1198
$4.31M ﹤0.01%
546,432
+170,193
1199
$4.3M ﹤0.01%
97,259
-16,886
1200
$4.3M ﹤0.01%
120,693
+18,552